Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

February 2026

Reporting Season – Ampol

February 23, 2026|

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its full-year results for 2025, demonstrating the strength of recent refining margins and the ongoing success of convenience retailing. The HNW [...]

Reporting Season – Mineral Resources

February 20, 2026|

Mineral Resources (MIN): This morning, the diversified miner and mining services company reported its half-year 2026 results, which were largely in line with market expectations, given that it gave an [...]

Reporting Season – QBE Insurance

February 20, 2026|

QBE Insurance (QBE): The global insurer released its full-year 2025 profit results, confirming the continuation of positive trends in the insurance industry with increasing premiums, lower claims inflation and benefits from [...]

Reporting Season – Wesfarmers

February 19, 2026|

Wesfarmers (WES): This morning, the last conglomerate on the ASX, presented its half-year 2026 results, demonstrating that WES's businesses are performing well, taking market share. Given current valuations, it was always [...]

Reporting Season – Medibank Private

February 19, 2026|

Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2026 results, which showed MPL's disciplined approach to volume growth wins over the long-term. The HNW Portfolio currently holds a [...]

Reporting Season – Sonic Healthcare

February 19, 2026|

Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first half 2026 which were in line with our expectations but ahead of the more pessimistic sell-side analysts. The HNW [...]

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